Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial research and equity research brokerage services; Financial research and information services; Financial risk assessment services; Insurance brokerage services; Insurance services, namely, underwriting reinsurance services and brokerage servvices insurance; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters; Strategic corporate financial advisory services